Reporting Center Overview

The Report Center (Company → Reports) is where administrators and managers run standard ClickTime reports. Use it to preview report layouts, pick the right report for your question, set criteria (dates, people, clients, projects, tasks, status), and export results to formats like HTML, Excel, and PDF.

Where to find it: Go to Company → Reports. Use the Favorite Reports and Reporting Essentials tabs to switch between your saved favorites and the full list of standard reports.

Not sure which reporting tool to use? See Reports in ClickTime for an overview of all reporting options (Standard Reports, Customizable Data Export, Report Builder, and Report Studio).

In this article:
Finding the report you need
Previewing layouts and understanding report names
Using the Report Criteria page
Filtering by people, clients, projects, tasks, and status
Saving and using Favorite Reports
Exporting and printing reports

Finding the report you need

To open the Report Center, go to Company → Reports.

The Report Center has two main tabs:

• Favorite Reports - Your personalized list of saved reports.
• Reporting Essentials - The full library of standard ClickTime reports.

In Reporting Essentials, reports are grouped by how you want to search or analyze your data. Click a header to expand the group and see all available reports in that family.

For example:

• People - Reports that are driven by the person who entered time.
• Client - Reports that are driven by the client you logged time to.
• Project - Reports that summarize time by project.
• Task - Reports focused on the task/activity that was used.
• Detail - Line-by-line detail reports.
• Excel / Payroll - Reports optimized for exporting raw data and payroll.

Click any group (for example, Client) to expand it and see the available reports.

Previewing layouts and understanding report names

After expanding a group, click a report name to preview its layout. The preview helps you quickly see whether the report shows the columns, groupings, and totals you need.

Use the arrows in the preview panel to move between reports within the same group and compare formats.

When you find a layout that matches your needs, click Run Report to open the Report Criteria page.

Report names also give hints about what they show:

• Reports that display every time entry line for a period often include the word Detail in the name.
• Reports that show totals (hours, billable amounts, costs, etc.) often use the word Summary.
• Names usually indicate which fields are included, such as Client, Project, Task, or whether Billing Rates or Costs are included.

Using the Report Criteria page

Once you choose a report, you will land on its Report Criteria page. This is where you define the data the report should include.

Options vary slightly by report, but typically include:

• Title of the Report - Change the title if you want a different name to appear on the report output or in your favorites list.
• Format - Choose how the report should generate, such as HTML (view in your browser), Excel, or PDF.
• Date Range - Select the time frame. Many reports support common shortcuts (month, quarter, year-to-date) as well as custom dates.
• Time Entries / Status - Choose whether to include all time, only locked/approved entries, or other status-based options.

Additional options may appear depending on the report you run. Some reports include extra grouping or sorting options; others add additional fields or toggles specific to that report.

Filtering by people, clients, projects, tasks, and status

Below the general criteria, you can usually narrow the report to specific people, clients, projects, or tasks.

You might see sections such as:

• People - Filter by selected employees or divisions.
• Client / Project - Focus on one or more clients, projects, or funding sources.
• Task - Limit the report to specific tasks/activities.
• Status - Include only time with certain statuses (for example, Approved, Locked, or All).

Many criteria pages also include options to show inactive people, clients, or projects. When you enable these options, inactive items are typically shown in gray so you can distinguish them from active records.

Some client- or project-driven reports include additional toggles such as Only include active Projects, which limit the results to currently active work.

For larger Enterprise accounts with very high volumes of clients and projects, there may be additional configuration options to help manage performance and filter lists. If you believe your account is hitting limits, please contact ClickTime Support for assistance.

Saving and using Favorite Reports

Before you run a report, you can choose to add it to your favorites so it appears on the Favorite Reports tab in the Report Center.

On the Report Criteria page, check One of my favorites before running the report.

After you run the report, it will appear under the Favorite Reports tab the next time you visit Company → Reports.

Saving a favorite makes it easier to find commonly used reports, but it does not remember all criteria from the last time you ran it. You will still need to choose a date range and update filters each time you run the report.

Exporting and printing reports

After you set your criteria, choose a format and run the report.

• If you select HTML, the report opens in your browser. From there, you can often export to Excel or PDF using the export controls on the report.
• If you select Excel or PDF, your browser will either download the file or open it in a new tab, depending on your local settings.

Some reports may direct you to a download page with a link. In those cases, you can right-click the link and choose Save link as to download the file directly to your computer.

Most modern browsers also support printing or saving to PDF from the browser's own Print option. If you are unsure how your browser handles downloads or printing, please check your local settings or consult your IT team.